As an Account Manager you need to have access to the features related to Account management.
Watch this short video that will take you through the CRM & Pipeline Management module.
CRM & Pipeline Management
The Jobs book
In the Jobs book you do most project management. From here you create new jobs, follow-up on the ones currently in process, and on each job you can add Schedules, Price quotes, Purchase orders, Invoices and Files. This is the front page showing you the jobs.
The Price tab can be used to calculate the budget for this job. As on the schedule the price quote is built up using Phases and Activities. On each price quote line you pick an activity defined by a role (like a project manager) and then the system will insert the correct hourly rate based on the price list attached to the job. Use the Copy from button to copy from another job, a template or convert the schedule to a price quote.
The Conversation tab allows users to communicate through the system, as opposed to communicating through many emails. This ensures that all important information is kept in the system and available to all users with access to it.